LBA Wealth Management’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
Sell
-80
Closed -$6K 276
2014
Q1
$6K Hold
80
﹤0.01% 222
2013
Q4
$6K Buy
+80
New +$5.6K ﹤0.01% 240

Other funds holding STT

LBA Wealth Management's STT Position: Q2 2014 in Review

LBA Wealth Management sold out of State Street (STT) in Q2 2014, closing a stake of 80 shares — an estimated $6K sold.

LBA Wealth Management first reported a position in STT in Q4 2013 and held it in 2 quarters. The position peaked at $6K in Q1 2014. 723 funds tracked by Wall St. Rank hold STT as of Q2 2014.

  • LBA Wealth Management reported no remaining State Street position as of Q2 2014 after selling out during the quarter.
  • LBA Wealth Management sold 80 State Street shares in Q2 2014, an estimated $6K.
  • LBA Wealth Management first reported a position in State Street in Q4 2013 and held it in 2 quarters.
  • LBA Wealth Management's State Street position peaked at $6K in Q1 2014.
  • 723 funds tracked by Wall St. Rank held State Street as of Q2 2014.

Based on LBA Wealth Management's 13F filing for Q2 2014, filed 24 Jul 2014.